I'm quite happy Apple stays focused on their products. They enter a market when they can own it end-to-end -- it makes no sense for them to all of a sudden become an AI chip house or AI server house.
There is a lot of money in AI chips, and Apple could definitely get a fairly large slice of that business if they put the work in (well, if they are putting the work in now, depending on what Baltra is really about).
